Equilibrium Financial Planning - Crunchbase Company Profile & Funding

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Overview

Equilibrium Financial Planning

Growth Score

77

Heat Score

27

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Equilibrium Financial Planning

CB Rank

929340

Equilibrium Financial Planning is a wealth management, financial planning, tax mitigation and investment management firm.

Acquired by

Sovereign Capital

Founded

obfuscation

Private

Wilmslow, Cheshire, United Kingdom

equilibrium.co.uk/

Financial Services

Professional Services

Wealth Management

Details

Legal Name

Equilibrium Financial Planning LLP

Operating Status

Active

Company Type

For Profit

Phone Number

0808-156-1176

Contact Email

askus@equilibrium.co.uk

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that helps clients create comprehensive plans to manage their finances, including retirement, inheritance tax, and business owner planning.

Investment Management

A service that manages clients' investment portfolios to align with their financial goals and risk tolerance.

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Financials

M&A Details

Equilibrium Financial Planning

was acquired by

Sovereign Capital

on

obfuscation

.

Transaction Name

Equilibrium Financial Planning acquired by Sovereign Capital

Acquired by

Sovereign Capital

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Oct 6, 2025

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News•

Mar 25, 2021

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

370

-81.29%

in past month

Actively Used Products

40

Equilibrium Financial Planning

uses

40

technology products and services including

,

Microsoft Outlook

, and

, according to G2 Stack.

Active Website Tech Count

26

Equilibrium Financial Planning

is actively using

26

technologies for its website, according to BuiltWith. These include

,

, and

.

Lists Featuring This Company

Lists Featuring This Company

Financial Services Acquired Companies With Fewer Than 1000 Employees

5,923 Number of Organizations • $136.3B Total Funding Amount • 7,390 Number of Investors

Europe, Middle East, and Africa (EMEA) Professional Services Acquired Companies

830 Number of Organizations • $3.1B Total Funding Amount • 213 Number of Investors

Europe Professional Services Acquired Companies

794 Number of Organizations • $3.1B Total Funding Amount • 208 Number of Investors

Cheshire Companies With More Than 10 Employees

2,156 Number of Organizations • $5.4B Total Funding Amount • 346 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Equilibrium Financial Planning

's headquarters?

Equilibrium Financial Planning

is located in

Wilmslow, Cheshire, United Kingdom

.

Who are

Equilibrium Financial Planning

's competitors? Alternatives and possible competitors to

Equilibrium Financial Planning

may include

Evelyn Partners

,

, and

Rathbones Group Plc

.